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Fernwood Investment Management’s Goldman Sachs ActiveBeta International Equity ETF GSIE Stock Holding History

Fernwood Investment Management’s Portfolio GSIE Stock Details GSIE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-24,979
Closed -$903K – 176
2024
Q3 		$903K Sell
24,979
-18,998
-43% -$661K 0.29% 79
2024
Q2 		$1.48M Sell
43,977
-1,074
-2% -$36.6K 0.46% 58
2024
Q1 		$1.54M Buy
45,051
+2,548
+6% +$84.3K 0.45% 57
2023
Q4 		$1.39M Buy
42,503
+4,357
+11% +$133K 0.46% 61
2023
Q3 		$1.15M Buy
38,146
+396
+1% +$12.3K 0.41% 69
2023
Q2 		$1.18M Buy
37,750
+1,995
+6% +$62.6K 0.42% 69
2023
Q1 		$1.1M Buy
35,755
+1,855
+5% +$56.4K 0.42% 70
2022
Q4 		$976K Sell
33,900
-4,161
-11% -$115K 0.4% 73
2022
Q3 		$942K Sell
38,061
-3,008
-7% -$83.5K 0.4% 70
2022
Q2 		$1.14M Buy
41,069
+550
+1% +$16.7K 0.49% 62
2022
Q1 		$1.33M Buy
40,519
+3,260
+9% +$109K 0.47% 66
2021
Q4 		$1.31M Buy
37,259
+743
+2% +$26K 0.43% 66
2021
Q3 		$1.25M Buy
36,516
+1,525
+4% +$54.1K 0.43% 70
2021
Q2 		$1.22M Buy
34,991
+250
+0.7% +$8.71K 0.4% 73
2021
Q1 		$1.15M Hold
34,741
– – 0.42% 71
2020
Q4 		$1.11M Buy
34,741
+574
+2% +$17.2K 0.44% 69
2020
Q3 		$962K Buy
34,167
+10,236
+43% +$288K 0.45% 66
2020
Q2 		$636K Buy
23,931
+8,485
+55% +$213K 0.31% 90
2020
Q1 		$356K Buy
+15,446
New +$427K 0.23% 104

Other funds holding GSIE

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WP
WMS Partners Towson, Maryland $1.78B AUM 11.82% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Fernwood Investment Management's GSIE Position: Q4 2024 in Review

Fernwood Investment Management sold out of Goldman Sachs ActiveBeta International Equity ETF (GSIE) in Q4 2024, closing a stake of 24,979 shares — an estimated $903K sold.

Fernwood Investment Management first reported a position in GSIE in Q1 2020 and held it in 19 quarters. The position peaked at $1.54M in Q1 2024. 266 funds tracked by Wall St. Rank hold GSIE as of Q4 2024.

  • Fernwood Investment Management reported no remaining Goldman Sachs ActiveBeta International Equity ETF position as of Q4 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 24,979 Goldman Sachs ActiveBeta International Equity ETF shares in Q4 2024, an estimated $903K.
  • Fernwood Investment Management first reported a position in Goldman Sachs ActiveBeta International Equity ETF in Q1 2020 and held it in 19 quarters.
  • Fernwood Investment Management's Goldman Sachs ActiveBeta International Equity ETF position peaked at $1.54M in Q1 2024.
  • 266 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta International Equity ETF as of Q4 2024.

Based on Fernwood Investment Management's 13F filing for Q4 2024, filed 13 Feb 2025.